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-12.98%
This Month
-12.98%
Year To Date
+27.64%
2 Years
-23.09%
5 Years
+4.78%
10 Years
+0.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services72.21%
- 💼 Commercial Services27.72%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.3%
- 🇮🇱 Israel23.64%
Dividends
Dividend Yield
0.07%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PYPL (0.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PYPL | 0.07% | 0.26% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-15.76
-15.76
-16
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-15.76
-15.76
-16
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.76
High:
NFLX
33.49NFLXLow:PYPL
10.85PYPLDetails
PEG Ratio
73.15
High:NFLX
122.09NFLXLow:
ADBE
52.37ADBEDetails
Price/Book
8.48
High:NFLX
13.43NFLXLow:
ETOR
1.91ETORDetails
Price/Sales
5.01
High:NFLX
8.07NFLXLow:PYPL
1.58PYPLDetails
Price/CF
21.35
High:NFLX
39.88NFLXLow:PYPL
10.02PYPLDetails
Price/FCF
22.76
High:NFLX
42.78NFLXLow:PYPL
11.57PYPLDetails
P/E Ratio
22.76
High:NFLX
33.49NFLXLow:PYPL
10.85PYPLDetails
PEG Ratio
73.15
High:NFLX
122.09NFLXLow:ADBE
52.37ADBEDetails
Price/Book
8.48
High:NFLX
13.43NFLXLow:ETOR
1.91ETORDetails
Price/Sales
5.01
High:NFLX
8.07NFLXLow:PYPL
1.58PYPLDetails
Price/CF
21.35
High:NFLX
39.88NFLXLow:PYPL
10.02PYPLDetails
Price/FCF
22.76
High:NFLX
42.78NFLXLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.22% | Nov 2021 | - | 51 |
-6.98% | Sep 2021 | Oct 2021 | 1 |
-4.7% | Sep 2020 | Nov 2020 | 2 |
-4.54% | May 2021 | Jun 2021 | 1 |
-1.97% | Jul 2021 | Aug 2021 | 1 |
-1.57% | Mar 2021 | Apr 2021 | 1 |